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Embed code for: Documents Tab Import Template
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Template to mass import files into the Documents Tab in Salesforce.
Files can be used in image formulas, header image, Visualforce materials, etc. Maximum file size: 5 MB (20 KB header image)
The record the attachment should be realted to
The Name of the file
Format of the extension (e.g. image/jpeg, application/vnd.ms-excel, etc).
If you not sure, you can query a similar file, however, this field is not mandatory, so you can leave it blank or un-map it.
The 15 or 18 character Id for the User Record of the Owner.If unmapped, the attachment will be owned by the person uploading. You can either run a report for the Id OR copy and paste from the User Record URL (last 15 digits).
*15 = case sensitive, 18 = not case sensitive*
File path to the attachment on the local machine (C:\User\YourName\MyAwesomeFile.docx)
15 or 18 character Id* for the folder you want to save the document in.
Name of the document: Up to 255 characters
content type of the document (Optional)
File type of the Document.
In general, the file extension for the type of Document (such as pdf or jpg).
Label is File Extension.
True/False, viewable to other users
The location on your PC of the file which is to be attached
Place for a narrative description of the file (Optional, but HIGHLY recommended)
Set to true so that fields may be used in html, like logos (Optional default=false)